CFO
IBTP

CVA Family Office’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

CVA Family Office’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.8K Hold
583
– – ﹤0.01% 904
2026
Q1 		$14.9K Hold
583
– – ﹤0.01% 881
2025
Q4 		$15K Hold
583
– – ﹤0.01% 739
2025
Q3 		$15.1K Hold
583
– – ﹤0.01% 745
2025
Q2 		$15K Hold
583
– – ﹤0.01% 738
2025
Q1 		$15K Hold
583
– – ﹤0.01% 731
2024
Q4 		$14.5K Buy
+583
New +$14.8K ﹤0.01% 729

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

CVA Family Office's IBTP Position: Q2 2026 in Review

CVA Family Office held its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) position steady in Q2 2026 at 583 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

CVA Family Office first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.1K in Q3 2025. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • CVA Family Office held 583 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $14.8K as of Q2 2026.
  • CVA Family Office left its iShares iBonds Dec 2034 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #904 holding.
  • CVA Family Office first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • CVA Family Office's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $15.1K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.